Plan Snapshot
- Plan Sponsor: Blossom Ridge Home Health Agency LLC
- Sponsor EIN: 453796742
- Sponsor Address: 520 9TH STREET SUITE 240, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $404,064 |
| 2023 | 153 | $3.2M | $31,783 | $476,231 |
| 2022 | 159 | $2.9M | $62,549 | $468,004 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | Other Service Provider | $21,312 | — | $21,312 |
| AMERICAN FUNDS | Recordkeeper | $10,960 | — | $10,960 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERICAN FUNDS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,272
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | $16,136 | $5,480 | — | — | — |
| 2022 | $10,078 | — | — | — | $10,078 |